Winnow Wealth
SCHM icon

Winnow Wealth’s Schwab US Mid-Cap ETF SCHM Stock Holding History

Winnow Wealth’s Portfolio SCHM Stock Details SCHM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-8,786
Closed -$324K – 150
2026
Q2 		$324K Buy
8,786
+2,060
+31% +$70.9K 0.22% 114
2026
Q1 		$208K Buy
6,726
+6,518
+3,134% +$208K 0.16% 119
2025
Q4 		$6.45K Buy
208
+65
+45% +$1.94K ﹤0.01% 252
2025
Q3 		$4.29K Buy
+143
New +$4.16K ﹤0.01% 282
2025
Q2 		– Sell
-142
Closed -$3.71K – 584
2025
Q1 		$3.71K Hold
142
– – ﹤0.01% 264
2024
Q4 		$3.91K Buy
+142
New +$4.05K ﹤0.01% 221

Other funds holding SCHM

Legacy Wealth Management (Tennessee)
Legacy Wealth Management (Tennessee) Memphis, Tennessee $1.9B AUM 9.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fragasso Financial Advisors
Fragasso Financial Advisors Sewickley, Pennsylvania $1.99B AUM 16.69% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
93 Financial Group
93 Financial Group Woburn, Massachusetts $242M AUM 10.67% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Mokosak Advisory Group
Mokosak Advisory Group Urbandale, Iowa $454M AUM 14.41% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Winnow Wealth's SCHM Position: Q3 2026 in Review

Winnow Wealth sold out of Schwab US Mid-Cap ETF (SCHM) in Q3 2026, closing a stake of 8,786 shares — an estimated $324K sold.

Winnow Wealth first reported a position in SCHM in Q4 2024 and held it in 6 quarters. The position peaked at $324K in Q2 2026. 379 funds tracked by Wall St. Rank hold SCHM as of Q3 2026.

  • Winnow Wealth reported no remaining Schwab US Mid-Cap ETF position as of Q3 2026 after selling out during the quarter.
  • Winnow Wealth sold 8,786 Schwab US Mid-Cap ETF shares in Q3 2026, an estimated $324K.
  • Winnow Wealth first reported a position in Schwab US Mid-Cap ETF in Q4 2024 and held it in 6 quarters.
  • Winnow Wealth's Schwab US Mid-Cap ETF position peaked at $324K in Q2 2026.
  • 379 funds tracked by Wall St. Rank held Schwab US Mid-Cap ETF as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.